Monday.Com Teams App 2022 – dream workflows

This article is focused on answering Monday.Com Teams App …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to start incredible all right let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um talk about the fundamentals actually rapidly but i make certain you men know that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between clients or jobs and it actually just depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief before dealing with a creative demand is using the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll okay let me show you how to develop a type but basically this kind comes in here and then the group lead of the innovative style team or any other group can appoint a certain designer to work on it so let me show you men how to create and add a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys check the view area because it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be given the type they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually simply create any column with anything that you guys need when an innovative demand comes in make it a type share the type preview the program you guys how a type appears like um the name of the request you desire you want to add a certain quick with a specific i understand each company has a certain structure that

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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a specific file for example right now everything remains in the planning concepts phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i want to submit it and let me show you guys how it comes in on the board webinar request test so it’s always going to come into the first group which is very important to understand and then it can be called demands or concepts being available in and after that i can just proceed take it and move it to a certain group that i think it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible remarkable amazing i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them too now i’ll just provide like a short summary this is the person column as you people know we have our seven core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate several columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a type view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it top priority however it’s basically a score column um we have actually a. Monday.Com Teams App

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file column and we have a tags column what i like about the tag column is if i click on this right now it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain job i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i love the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might reveal you men get rid of due date mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com Teams App